We are live on ! Find out more
EZU icon

iShare MSCI Eurozone ETF

253 hedge funds and large institutions have $5.3B invested in iShare MSCI Eurozone ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $1.3M

1.54% more ownership

Funds ownership: 48.53%50.07% (+1.5%)

5% less funds holding

Funds holding: 267253 (-14)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

25% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 104

25% less capital invested

Capital invested by funds: $7.08B → $5.3B (-$1.78B)

36% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 39

Holders
253
Holders Change
-14
Holders Change %
-5.24%
% of All Funds
5.79%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.37%
New
25
Increased
78
Reduced
104
Closed
39
Calls
$2.17M
Puts
$1.3M
Net Calls
+$872K
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
226
Jacobi Capital Management
Pennsylvania
$34K -$11.8K -270 -25%
OIA
227
Optimum Investment Advisors
Illinois
$32K
RE
228
RBC Europe
United Kingdom
$31.7K
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$30K +$1.53K +35 +5%
PG
230
Patten Group
Tennessee
$29K +$26.2K +600 +600%
BHB
231
Bank Hapoalim BM
Israel
$24K
CAC
232
Certified Advisory Corp
Florida
$24K +$392 +9 +2%
FHA
233
First Horizon Advisors
Tennessee
$21K +$21.8K +500 New
AF
234
Allworth Financial
California
$17K +$18.5K +425 New
DBT
235
Dubuque Bank & Trust
Iowa
$16K +$17.3K +397 New
ASN
236
Advisory Services Network
Georgia
$13K -$10.2K -233 -44%
GWM
237
Geneos Wealth Management
Colorado
$13K
DWM
238
Destination Wealth Management
California
$12K -$3.58K -82 -22%
SSB
239
Sandy Spring Bank
Maryland
$11K
RWA
240
River Wealth Advisors
Pennsylvania
$10K +$10.6K +244 New
GCM
241
Gables Capital Management
Florida
$8K +$8.72K +200 New
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$7K
NCM
243
Nelson Capital Management
California
$7K +$7.5K +172 New
CPA
244
Clear Perspective Advisors
Illinois
$5K +$5.8K +133 New
EWM
245
Elmwood Wealth Management
California
$4.2K +$87 +2 +2%
SIS
246
Sound Income Strategies
Florida
$4K +$654 +15 +17%
LWA
247
Lenox Wealth Advisors
New York
$3K
ME
248
McIlrath & Eck
Washington
$2K
PFA
249
Pathway Financial Advisors
Vermont
$2K
AWM
250
AllSquare Wealth Management
New York
$1K

EZU Hedge Fund Activity: Q2 2018 in Review

253 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShare MSCI Eurozone ETF (EZU) for Q2 2018, worth a combined $5.3B — down 25% from $7.08B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EZU and 25 opened new positions — a net loss of 14 holders — while 104 trimmed existing stakes and 78 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $47M. The largest seller was BlackRock, cutting an estimated $291M.

  • 253 institutional investors held iShare MSCI Eurozone ETF (EZU) as of Q2 2018, down from 267 in Q1 2018.
  • Funds reported $5.3B of iShare MSCI Eurozone ETF stock for Q2 2018, down 25% quarter-over-quarter.
  • 25 funds opened new iShare MSCI Eurozone ETF positions in Q2 2018 and 39 closed out, a net change of -14 holders.
  • The largest iShare MSCI Eurozone ETF buyer in Q2 2018 was Bank of Nova Scotia, an estimated $47M added.
  • The largest iShare MSCI Eurozone ETF seller in Q2 2018 was BlackRock, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2018.